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Technology Stocks : Compaq
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To: Night Writer who wrote (84622)9/5/2000 2:03:56 PM
From: Bosco  Read Replies (2) of 97611
 
Hi all - I ve finally bought a small position of CPQ last week. Since I ve tried to avoid box makers, I bought into CPQ despite her position in the PC world. Rather, I think CPQ is on the cusp of breaking into the server market. And timing cannot be better

computerworld.com

Sure, SUNW will likely to be able to backpedal to patch things up, and IBM and HWP are likely to gain some shares, but CPQ should have the most to gain, now that the street's perception of CPQ has turned the corner, it may have a synergistic +ve effects for her server market shares.

best, Bosco
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